2024-05-14T11:44:59-05:00 2023-06-30 PwC US Tax LLP 601 SOUTH FIGUEROA STREET LOS ANGELES CA 90017 990 2022-07-01 204366551 ARCHIVAL FOUNDATION % ANDREW HORN ARCH 3102473000 8949 WILSHIRE BOULEVARD BEVERLY HILLS CA 902111972 ANDREW HORN CFO 3102473000 2024-05-10 true ANDREW HORN 999009999 RICK ROSAS P00640984 2133566000 2024-05-09 2 2022 2023-04-26 12:10:37Z BILL KRAMER 8949 WILSHIRE BOULEVARD BEVERLY HILLS CA 902111972 19495354 false X WWW.OSCARS.ORG X 2006 CA TO SERVE AS A SUPPORTING ORGANIZATION OF THE ACADEMY FOUNDATION. IT MANAGES THE DOUGLAS FAIRBANKS CTR. FOR MOT- ION PICTURE STUDY, MARGARET HERRICK LIBRARY, & ACADEMY FILM ARCHIVE. 9 9 0 35 0 0 17539963 18470576 210700 186066 4513604 -25171 41325 0 22305592 18631471 21977 320216 0 0 12349927 12670780 0 0 0 5959247 5858840 18331151 18849836 3974441 -218365 59486303 61548290 8220837 5837124 51265466 55711166 X SEE SCHEDULE O false false 8942976 0 51259 OPERATION AND MANAGEMENT OF THE MARGARET HERRICK LIBRARY. FOR MORE INFORMATION, SEE SCHEDULE O. 6515450 0 134807 OPERATION AND MANAGEMENT OF THE ACADEMY FILM ARCHIVE. FOR MORE INFORMATION, SEE SCHEDULE O. 1581587 0 0 MANAGE DIGITIZATION OF THE ACADEMY'S COLLECTIONS AND THE CREATION, MANAGEMENT, AND ENHANCEMENT OF THE DMS SYSTEM. 955297 0 0 Operation of Fairbanks Center 317231 317231 0 GRANTS TO VINE STREET ARCHIVAL FDN 2985 2985 0 GRANTS TO ACADEMY MUSEUM FOUNDATION 1275513 320216 0 18315526 true true false false false false false true false true true true false true true true false true false false false false false false false false false true false true false false false false false false false false true true false false false true false true false true 24 0 0 false false false false false false false false false false false false false X 9 9 false false false false false true true true true false false true true true true true true false false false CA X ANDREW HORN 3102473000 8949 WILSHIRE BLVD BEVERLY HILLS CA 902111972 X DAWN HUDSON CEO (UNTIL 06/2022) 0.0 0.0 X 0 741541 525147 BILL KRAMER CEO (AS OF 07/2022) 5.0 45.0 X 0 813869 51699 CHRISTINE SIMMONS COO (UNTIL 07/2022) 0.0 0.0 X 0 535415 174692 BRENDAN CONNELL JR COO (AS OF 07/2022) 5.0 40.0 X 0 469977 52322 JENNIFER DAVIDSON CHIEF COMMUNICATIONS OFFICER 5.0 40.0 X 0 321548 72766 BEVERLY KITE CHIEF INFORMATION OFFICER 5.0 45.0 X 0 343365 50509 ANDREW HORN CHIEF FINANCIAL OFFICER 5.0 40.0 X 0 404509 -32482 L SCOTT MILLER CHIEF LEGAL OFFICER 5.0 40.0 X 0 344598 -95887 MATT SEVERSON DIRECTOR OF LIBRARY 45.0 0.0 X 0 186452 4050 MICHAEL POGORZELSKI DIRECTOR OF FILM ARCHIVE 45.0 0.0 X 0 180680 882 RANDY HABERKAMP EVP, LIBRARY ARCHIVE & SCITECH 30.0 15.0 X 0 259972 -219335 ISIS MUSSENDEN PRESIDENT (AS OF 08/2022) 1.0 5.0 X X 0 0 0 LAURA DERN PRESIDENT (UNTIL 08/2022) 1.0 2.0 X X 0 0 0 HOWARD BERGER VICE PRESIDENT 1.0 3.0 X X 0 0 0 NANCY UTLEY VICE PRESIDENT (UNTIL 08/2022) 1.0 2.0 X X 0 0 0 LARRY KARASZEWSKI VICE PRESIDENT (AS OF 08/2022) 1.0 4.0 X X 0 0 0 JAN PASCALE SECRETARY (UNTIL 08/2022) 1.0 2.0 X X 0 0 0 BROOKE BRETON SECRETARY (AS OF 08/2022) 1.0 3.0 X X 0 0 0 DAVID LINDE TREASURER 1.0 4.0 X X 0 0 0 KIM TAYLOR - COLEMAN TRUSTEE (AS OF 8/2022) 1.0 3.0 X 0 0 0 WYNN THOMAS TRUSTEE 1.0 4.0 X 0 0 0 JANET YANG TRUSTEE (AS OF 8/2022) 1.0 23.0 X 0 0 0 LAURA KIM TRUSTEE (AS OF 8/2022) 1.0 3.0 X 0 0 0 DAVID RUBIN TRUSTEE (UNTIL 8/2022) 1.0 22.0 X 0 0 0 0 4601926 584363 0 true true false ROUNDABOUT ENTERTAINMENTINC 217 S LAKE ST BURBANK CA 91502 DIGITAL RESTORATION 405329 BLACKHAWK FILMS 2710 W BURBANK BLVD BURBANK CA 91505 DIGITAL RESTORATION 333103 RMI INTERNATIONAL 8125 SOMERSET BLVD PARAMOUNT CA 90723 SECURITY SERVICES 241519 FOTOKEM 2801 W ALAMEDA AVE BURBANK CA 91505 DIGITAL RESTORATION 156962 AUDIO MECHANICS 1200 W MAGNOLIA BLVD BURBANK CA 91506 SOUND RESTORATION 140761 7 18469943 633 0 18470576 LIBRARY SERVICES 611710 51259 51259 FILM ARCHIVE SERVICES 611710 134807 134807 186066 8711 8711 0 0 0 0 0 830001 863883 -33882 -33882 -33882 0 0 0 0 0 0 0 0 0 0 18631471 186066 -25171 320216 320216 0 0 0 1133160 839778 293382 0 8001236 7824338 176898 1261174 1261174 1629815 1608903 20912 645395 633012 12383 0 0 28000 28000 0 0 1330 1330 0 172610 172610 161021 161021 1273114 1273114 0 650147 650147 46658 46658 0 0 0 0 1476673 1476673 230234 230234 PRESERVATION AND RESTORATION 1304649 1304649 ACQUISITION OF MATERIAL 285879 285879 LIBRARY MATERIAL 130411 130411 EDITING SUPPLIES 55013 55013 43101 41696 1405 18849836 18315526 534310 0 X 0 0 47833 80353 0 0 13931 552 0 0 0 0 0 0 0 0 8077 0 11323350 10199545 1168333 1123805 132193 163100 0 0 0 0 0 0 58115936 60180480 59486303 61548290 7915389 5579920 0 0 0 0 0 0 0 0 0 0 0 0 0 0 305448 257204 8220837 5837124 X 38273709 42137766 12991757 13573400 51265466 55711166 59486303 61548290 X -218365 2938288 1725777 X false true X true false X X X 1 ACADEMY FOUNDATION 952243698 7 true 18849836 0 1 18849836 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 54284217 2938288 825500 56397005 66453975 -10674257 1495501 54284217 56694379 11309596 1550000 66453975 58268922 91965 1666508 56694379 56176561 3165361 1073000 58268922 0.76000 0.24000 false true true 0 0 6862531 6806068 56463 4362891 3393477 969414 97928 97928 1123805 POOLED INV. WITH RELATED PARTY 59923276 RIGHT OF USE ASSETS 257204 60180480 0 LEASE LIABILITIES 257204 257204 X SCHEDULE D, PART III, LINE 1A DETAIL DESCRIPTION OF COLLECTION OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS: THE ACADEMY COLLECTIONS CONSIST OF THE HOLDINGS OF THE ACADEMY MUSEUM, THE MARGARET HERRICK LIBRARY AND THE ACADEMY FILM ARCHIVE. THE HOLDINGS CONSIST OF SIGNIFICANT THREE-DIMENSIONAL MOTION PICTURE OBJECTS, DOCUMENTS, PHOTOGRAPHS AND MOTION PICTURES. THE HOLDINGS ARE MADE AVAILABLE TO STUDENTS AND SCHOLARS FOR MOTION PICTURE INDUSTRY AND ART FORM RESEARCH AND WILL BE AVAILABLE TO THE ACADEMY MUSEUM WHEN OPENED. THESE COLLECTIONS ARE DONATED TO, PRESERVED AND MAINTAINED BY THE FOUNDATION, AND ARE CARRIED AT NO VALUE ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. IF AN ITEM IS DEACCESSIONED FROM THE COLLECTION AND SOLD, THE PROCEEDS ARE TO BE USED TO FUND NEW COLLECTION PURCHASES. SCHEDULE D, PART III, LINE 4 DETAIL DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS: THE ARCHIVAL FOUNDATION'S COLLECTIONS CONSIST OF A WIDE RANGE OF MATERIALS DOCUMENTING FILM AS BOTH AN ART FORM AND AN INDUSTRY. THE COLLECTIONS CONSIST OF OVER 13 MILLION PHOTOGRAPHS, 370,000 CLIPPING FILES, 90,000 SCREENPLAYS, 66,000 MOVIE POSTERS, 40,000 BOOKS, AND 240,000 FILM ELEMENTS COVERING 109,000 TITLES. THE COLLECTIONS ARE SPLIT INTO LIBRARY AND FILM ARCHIVE HOLDINGS. SCHEDULE D, PART V, LINE 4 DETAIL INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO FUND THE OPERATIONS OF THE FAIRBANKS CENTER FOR MOTION PICTURE STUDY AND THE MARGARET HERRICK LIBRARY. SCHEDULE D, PART X, LINE 2 DETAIL FIN 48 (ASC 740) FOOTNOTE: ARCHIVAL FOUNDATION HAS NO OPEN TAX POSITIONS THAT RESULT IN MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES. true VINE STREET ARCHIVE FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 954860162 501(C)(3) 317231 TO SUPPORT THE ORG. 1 SCHEDULE I, PART I, LINE 2 DETAIL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN U.S.: ARCHIVAL FOUNDATION MADE GRANTS TO OTHER SUPPORTING ORGANIZATIONS OF ARCHIVAL'S SUPPORTED ORGANIZATION ACADEMY FOUNDATION. BUDGETS AND RESULTS OF GRANTEES ARE CLOSELY MONITORED BY THE SUPPORTED ORGANIZATION. true false false false false false false false false DAWN HUDSON CEO (UNTIL 06/2022) 0 469811 0 18226 0 253504 0 500900 0 24247 0 1266688 0 0 BILL KRAMER CEO (AS OF 07/2022) 0 784596 0 29273 0 0 0 27933 0 23766 0 865568 0 0 ANDREW HORN CHIEF FINANCIAL OFFICER 0 379574 0 24935 0 0 0 -67875 0 35393 0 372027 0 0 BRENDAN CONNELL JR COO (AS OF 07/2022) 0 469977 0 0 0 0 0 28070 0 24252 0 522299 0 0 CHRISTINE SIMMONS COO (UNTIL 07/2022) 0 285293 0 9302 0 240820 0 168872 0 5820 0 710107 0 0 BEVERLY KITE CHIEF INFORMATION OFFICER 0 343365 0 0 0 0 0 15116 0 35393 0 393874 0 0 L SCOTT MILLER CHIEF LEGAL OFFICER 0 344598 0 0 0 0 0 -107666 0 11779 0 248711 0 0 JENNIFER DAVIDSON CHIEF COMMUNICATIONS OFFICER 0 321548 0 0 0 0 0 37373 0 35393 0 394314 0 0 RANDY HABERKAMP EVP, LIBRARY ARCHIVE & SCITECH 0 259972 0 0 0 0 0 -231114 0 11779 0 40637 0 0 MATT SEVERSON DIRECTOR OF LIBRARY 0 186452 0 0 0 0 0 -20935 0 24985 0 190502 0 0 MICHAEL POGORZELSKI DIRECTOR OF FILM ARCHIVE 0 180680 0 0 0 0 0 -34511 0 35393 0 181562 0 0 SCHEDULE J, PART I, LINE 3 DETAIL METHODS USED TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: A RELATED ORGANIZATION COMPENSATES THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OF GOVERNORS. SCHEDULE J, PART I, LINE 4A DETAIL THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2022: DAWN HUDSON $253,504 CHRISTINE SIMMONS $240,820 SCHEDULE J, PART II, COLUMN C THE NEGATIVE AMOUNTS IN PART II COLUMN C FOR CERTAIN EMPLOYEES REFLECT THE DECREASE IN ACTUARIAL VALUE OF A DEFINED BENEFIT PLAN. X 1134 0 SEE PART II false false false SCHEDULE M, PART I, COLUMN (B) DETAIL NUMBER OF CONTRIBUTIONS OR NUMBER OF ITEMS CONTRIBUTED: THE NUMBERS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS AND NOT NECESSARILY THE NUMBER OF ITEMS CONTRIBUTED. SCHEDULE M, PART I, LINE 33 DETAIL IN ACCORDANCE WITH PRACTICES GENERALLY FOLLOWED BY ART MUSEUMS, ART OBJECTS DONATED TO THE ARCHIVAL FOUNDATION ARE NOT VALUED AND THEREFORE NOT INCLUDED IN REVENUE. FORM 990, PART III, LINES 1 AND 4 DETAIL ARCHIVAL FOUNDATION WAS CREATED TO SERVE AS A SUPPORTING ORGANIZATION OF THE ACADEMY FOUNDATION. BEGINNING JULY 1, 2006, THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO OPERATE AND MANAGE THE DOUGLAS FAIRBANKS CENTER FOR MOTION PICTURE STUDY (FAIRBANKS CENTER), THE MARGARET HERRICK LIBRARY, AND THE ACADEMY FILM ARCHIVE. THE LIBRARY AND FILM ARCHIVE SERVE AS CENTRAL SOURCES OF INFORMATION ON ALL FACETS OF MOTION PICTURES. THE FAIRBANKS CENTER HOUSES THE MARGARET HERRICK LIBRARY. FOUNDED IN 1931, THE LIBRARY'S WORLD-RENOWNED NON-CIRCULATING REFERENCE AND RESEARCH COLLECTION IS DEVOTED TO HISTORY AND DEVELOPMENT OF THE MOTION PICTURE AS AN ART FORM AND INDUSTRY. IT IS ONE OF THE MOST COMPLETE COLLECTIONS OF FILM-RELATED MATERIALS EVER ASSEMBLED. IT INCLUDES BOOKS, PAMPHLETS, PERIODICALS, STILL PHOTOGRAPHS, SCRIPTS, CLIPPINGS FILES, PERSONAL AND BUSINESS CORRESPONDENCE, PRODUCTION MEMORANDA, SKETCHES, SHEET MUSIC, MUSIC SCORES, AND SCRAPBOOKS. THE LIBRARY IS OPEN TO THE PUBLIC AND IS HEAVILY USED BY SCHOLARS, EDUCATORS, STUDENTS, MEMBERS OF THE ENTERTAINMENT INDUSTRY AND REPRESENTATIVES OF THE PRESS, AS WELL AS BY ACADEMY OF MOTION PICTURE ARTS AND SCIENCES' MEMBERS. THE ACADEMY FILM ARCHIVE FOCUSES ON THE COLLECTION, PRESERVATION, DOCUMENTATION AND EXHIBITION OF FILMS, AND ON RESEARCH ACCESS TO THEM. MOST OF THE ARCHIVE'S ACQUISITIONS ARE MOTION PICTURE FEATURES AND SHORTS DISTRIBUTED IN THE U.S. THE TOTAL COLLECTION CURRENTLY COMPRISES OVER 240,000 ITEMS COVERING SOME 109,000 INDIVIDUAL TITLES. FORM 990, PART VI, SECTION A, LINE 7A DETAIL PERSONS WHO MAY ELECT MEMBERS OF THE GOVERNING BODY: ARCHIVAL FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION. ITS GOVERNORS ARE ELECTED BY THE MEMBERS OF ITS SUPPORTED ORGANIZATION, ACADEMY FOUNDATION (95-2243698). FORM 990, PART VI, SECTION A, LINE 7B DETAIL DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL: ARCHIVAL FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION. ITS BUDGETARY AND OTHER SIGNIFICANT DECISIONS ARE SUBJECT TO APPROVAL BY ITS SUPPORTED ORGANIZATION, ACADEMY FOUNDATION (95-2243698). FORM 990, PART VI, SECTION B, LINE 11B DETAIL PROCESS USED TO REVIEW FORM 990: THE FORM 990 IS PREPARED BY MANAGEMENT AND REVIEWED BY ITS INDEPENDENT TAX ADVISORS, INCLUDING PWC US TAX LLP. THE FINANCE COMMITTEE REVIEWS THE FORM. THE BOARD RECEIVES A COPY OF THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DETAIL PROCESS USED TO MONITOR AND ENFORCE WRITTEN CONFLICT OF INTEREST POLICY: TRUSTEES ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST WHEN THEY OCCUR. TRUSTEES ANNUALLY COMPLETE AN INDEPENDENCE QUESTIONNAIRE. IN ADDITION, MANAGEMENT REVIEWS THE BOOKS AND RECORDS FOR ANY CONFLICTS OF INTEREST. THE FULL BOARD IS NOTIFIED WHEN THERE IS A CONFLICT. FORM 990, PART VI, SECTION B, LINES 15A & B DETAIL PROCESS FOR DETERMINING COMPENSATION: A RELATED ORGANIZATION PAYS THE TOP MANAGEMENT OFFICIAL. ALTHOUGH ARCHIVAL FOUNDATION COMPENSATES KEY EMPLOYEES, THE COMPENSATION PROCESS IS MANAGED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION'S COMPENSATION PROCESS INCLUDED A REVIEW AND APPROVAL BY THE BOARD, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 DETAIL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 DETAIL OTHER CHANGES IN NET ASSETS OR FUND BALANCES: BENEFIT PLAN ACTUARIAL ADJUSTMENT- $ 1,725,777 AMPAS 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 950473280 MEMBERSHIP CA 501(C)(6) N/A NA false ACADEMY FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 952243698 CHARITABLE CA 501(C)(3) 7 AMPAS false ACADEMY MUSEUM FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 202605026 MUSEUM CA 501(C)(3) 12-I ACAD FND false VINE STREET ARCHIVE FOUNDATION 8949 WILSHIRE BLVD BEVERLY HILLS CA 90211 954860162 FILM STUDY CA 501(C)(3) 12-I ACAD FND false false true true false false false false false false false false false false true true false false true true AMPAS S 825500 CASH SCHEDULE R, PART V, LINES 2(1) & 2(2) DETAIL FOR THE YEAR ENDED JUNE 30, 2023, THE ARCHIVAL FOUNDATION RECEIVES A MONTHLY INCOME CREDIT BASED ON AMPAS'S ACTUAL INVESTMENT RATE OF RETURN, WHICH WAS 5.32% OR $2,938,288 FOR FY23. DURING THE YEAR, AMPAS ALSO TRANSFERRED $825,500 OF THE ARCHIVAL FOUNDATION'S INVESTED FUNDS BACK TO ARCHIVAL.